Jones Property Lets
Boiler replacement quote
Value
£2,400
Next follow-up
20 Mar
Quote Management Software for Trades
Quote management software for trades and small service teams
Track what has been sent, what needs following up, and which jobs are still in play with a simpler quote management workflow built for trade businesses.
Start with a 7-day trial, see how the workflow fits your team, and keep your quotes moving.
Preview the workspace
See how QuoteFollowUp keeps quotes visible and follow-ups organised.
Get a quick feel for the layout, see how quote statuses stand out, and understand how the workspace helps your team stay on top of follow-up day to day.
Workspace preview
How the product looks in daily use
A clean quote pipeline, readable status colours, and a chase list that is easy to scan at a glance.
Open pipeline
£3,380
Quotes still in play
Due today
2
Quotes needing action now
Won revenue
£1,450
Closed business so far
Pipeline
Quote pipeline view
Sent
Reed Electrical
Consumer unit upgrade
Value
£980
Next follow-up
Today
Walker Homes
Kitchen repaint and touch-ups
Value
£1,450
Next follow-up
None
| Client | Quote | Value | Status | Next follow-up |
|---|---|---|---|---|
| Jones Property Lets | Boiler replacement quote | £2,400 | Sent | 20 Mar |
| Reed Electrical | Consumer unit upgrade | £980 | Follow-up due | Today |
| Walker Homes | Kitchen repaint and touch-ups | £1,450 | Won | None |
Today’s chase list
Clean and easy to scan
Reed Electrical
Consumer unit upgrade · £980
Due today. Send a quick nudge to keep the job moving.
Jones Property Lets
Boiler replacement quote · £2,400
Follow-up due tomorrow. Check they received the quote and answer any questions.
Why teams use it
For trade businesses that need quote visibility without a heavy CRM
Many trade businesses need a clearer pipeline and a better follow-up rhythm after quotes are sent. This is for teams that want better visibility without adding a heavy system.
QuoteFollowUp gives trade businesses a focused system to manage quote status, follow-up dates, and today’s chase list so nothing important gets missed after the quote goes out.
What you get
- Manage quote status in a clear, readable pipeline
- Keep next follow-up dates visible for every live opportunity
- See open pipeline and due-today work at a glance
- Use a focused trade workflow instead of a bloated general CRM
FAQ
Quick answers
What does quote management software do?
It helps you keep track of quotes after they are sent, including current status, next steps, and which opportunities still need action.
Is this built for trades?
Yes. It is aimed at trade and service businesses such as plumbing, electrical, cleaning, property, and similar teams that quote regularly.
Why not use a full CRM instead?
If the main pain is quote follow-through and pipeline visibility, a focused system can be easier to adopt and easier to keep current than a much larger CRM.
Get started
Start the 7-day trial when you’re ready.
Take a quick look through the workspace, then create your own to track real quotes, contacts, and follow-ups.